J. Safra Asset Management’s Fiserv Inc FISV Stock Holding History

J. Safra Asset Management’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-99	Closed	-$6.65K	–	634
2025 Q4	$6.65K	Buy	+99	New	+$8.29K	﹤0.01%	391
2025 Q2	–	Sell	-1,326	Closed	-$293K	–	374
2025 Q1	$293K	Buy	1,326 +621	+88%	+$136K	0.02%	108
2024 Q4	$145K	Buy	+705	New	+$144K	0.01%	148
2024 Q2	–	Sell	-38	Closed	-$6.07K	–	272
2024 Q1	$6.07K	Buy	+38	New	+$5.53K	﹤0.01%	150

Other funds holding FISV

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J. Safra Asset Management's FISV Position: Q1 2026 in Review

J. Safra Asset Management sold out of Fiserv Inc (FISV) in Q1 2026, closing a stake of 99 shares — an estimated $6.65K sold.

J. Safra Asset Management first reported a position in FISV in Q1 2024 and held it in 4 quarters. The position peaked at $293K in Q1 2025. 1,255 funds tracked by Wall St. Rank hold FISV as of Q1 2026.

J. Safra Asset Management reported no remaining Fiserv Inc position as of Q1 2026 after selling out during the quarter.
J. Safra Asset Management sold 99 Fiserv Inc shares in Q1 2026, an estimated $6.65K.
J. Safra Asset Management first reported a position in Fiserv Inc in Q1 2024 and held it in 4 quarters.
J. Safra Asset Management's Fiserv Inc position peaked at $293K in Q1 2025.
1,255 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.